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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,275 | $86,949+84.3% | $102,460+56.4% | $80,959+98.0% |
| Participation rate | 98.5% | 72.4%+26.1pp | 76.5%+22.0pp | 67.7%+30.8pp |
| Annual return | 49.34% | 18.89%+30.4pp | 29.47%+19.9pp | 35.67%+13.7pp |
| Employer contribution / active EE | $12,705 | $2,370+436.1% | $3,025+320.0% | $2,757+360.8% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $9,607 | $8,048+19.4% | $9,460+1.6% | $6,925+38.7% |